A Fidelity Investments study found 40% of investors working with tax advisers are now eligible for Roth IRA conversions, and more than a third (35%) are expected to...
Americans are no longer dwelling on concerns about the economy and instead are focused on rebuilding their finances for the future, according to the latest Principal Financial Well-Being...
Americans' reluctance to use home equity to fund retirement could result in more not being able to maintain their standard of living in retirement, according to a new...
As Americans regain confidence in their ability to retire, more workers and retirees turn to advisers for help, according to the 2010 Retirement Confidence Survey, released today by...
More than seven-in-10 (72%) workers over the age of 60 who said they are putting off their retirement are doing so because they can’t afford to retire financially,...
Mercer reported that as of year-end 2009, nearly 70% of defined contribution participant balances have returned to levels prior to the stock market declines of 2008 and early...
Health-care costs for retiring Americans, including nursing home care, average $260,000 and can exceed $500,000, according to research conducted by the Center for Retirement Research (CRR) at Boston...
Although Baby Boomers are typically treated as one big generation, they actually comprise three different demographic groups, according to a new study from the MetLife Mature Market Institute.
A survey conducted by MassMutual’s Retirement Services Division found differences in how men and women like to invest, and where they like to go to for advice.
While $1 million is frequently referenced by Americans as a standard level of retirement savings for average families, a new survey finds most registered investment advisers (RIAs) do...
The labor-force participation rate is increasing for Americans ages 55 and older as they are faced with higher health costs and economic losses, according to a study published...
Mercer's outsourcing business saw a 40% increase in participant requests for calculations of their estimated defined benefit (DB) account values in 2009 versus 2008.